Astera Labs is mentioned as a semiconductor company that is up today.
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MY AI STOCK PORTFOLIO JUST GOT AMAZING NEWS!!
Jose Najarro StocksApr 30, 2026
The creator discusses recent earnings reports from Meta, Microsoft, Google, and Amazon, noting a bullish trend for the semiconductor and AI industries. While holding all four stocks, the creator expresses a desire to dollar-cost average into Meta if it approaches the lower $600s but is not rushing to buy more at the current price. Google is highlighted as a strong performer, with significant growth in Google Cloud revenue and backlog, partly due to chip purchases from Anthropic.
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Broadcom is a partner for Meta's custom ASIC development.
Intel is mentioned as being up, but without a strong directional call.
AMD is mentioned as being up, but without a strong directional call.
Nvidia is mentioned as being up slightly, but without a strong directional call.
Alphabet's Google Cloud expansion and Anthropic's chip purchases are bullish indicators for the company.
Creator holds AMZN and sees it as performing better than Microsoft but not as well as Google post-earnings.
Creator is bullish on GOOG, highlighting strong Google Cloud growth and backlog, and sees it as a true cloud player.
Creator holds MSFT and sees it as having a massive turnaround story after earnings.
Creator holds META and would consider dollar-cost averaging if it drops to the low $600s, but is not buying more currently.
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